Being of service with Kleo Curry

Send us a textToday we meet Kleo Curry, Certified Financial Planner at UBS. The ladies discuss Kleo learning from her grandfather, our responsibility of being of service, leaving political science for the finance industry, and the importance of representation. Kleo also tells us what keeps most of her clients up at night and shares an interesting statistic. They also dive into diversifying your assets, and having the “death” talk with her husband. LinkedIn: linkedin.com/in/kleo-curry-004...